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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,370 | $95,404+161.4% | $113,397+119.9% | $82,637+201.8% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.5%+20.8pp | 68.1%+29.3pp |
| Annual return | 9.21% | 19.08%-9.9pp | 23.20%-14.0pp | 53.51%-44.3pp |
| Employer contribution / active EE | $16,008 | $2,307+594.0% | $2,977+437.7% | $2,552+527.2% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $21,491 | $9,168+134.4% | $11,957+79.7% | $7,339+192.8% |